Proficio Capital Partners’s Washington Trust Bancorp WASH Stock Holding History

Proficio Capital Partners’s Portfolio WASH Stock Details WASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-498	Closed	-$26K	–	1523
2019 Q2	$26K	Sell	498 -5	-1%	-$254	0.01%	589
2019 Q1	$24K	Buy	503 +134	+36%	+$6.88K	0.01%	584
2018 Q4	$18K	Hold	369	–	–	0.01%	578
2018 Q3	$20K	Hold	369	–	–	0.01%	603
2018 Q2	$21K	Hold	369	–	–	0.01%	596
2018 Q1	$20K	Hold	369	–	–	0.01%	598
2017 Q4	$20K	Hold	369	–	–	0.01%	586
2017 Q3	$21K	Hold	369	–	–	0.01%	586
2017 Q2	$20K	Hold	369	–	–	0.01%	618
2017 Q1	$18K	Hold	369	–	–	0.01%	653
2016 Q4	$21K	Hold	369	–	–	0.01%	432
2016 Q3	$15K	Sell	369 -65	-15%	-$2.61K	0.01%	503
2016 Q2	$17K	Buy	434 +39	+10%	+$1.45K	0.01%	462
2016 Q1	$15K	Buy	+395	New	+$14.8K	0.01%	366

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Proficio Capital Partners's WASH Position: Q3 2019 in Review

Proficio Capital Partners sold out of Washington Trust Bancorp (WASH) in Q3 2019, closing a stake of 498 shares — an estimated $26K sold.

Proficio Capital Partners first reported a position in WASH in Q1 2016 and held it in 14 quarters. The position peaked at $26K in Q2 2019. 122 funds tracked by Wall St. Rank hold WASH as of Q3 2019.

Proficio Capital Partners reported no remaining Washington Trust Bancorp position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 498 Washington Trust Bancorp shares in Q3 2019, an estimated $26K.
Proficio Capital Partners first reported a position in Washington Trust Bancorp in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's Washington Trust Bancorp position peaked at $26K in Q2 2019.
122 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.